Salesforce Sales Cloud Reviews

“Custom dashboard that delivers”

Pros

Interface is easy to work with and the dashboard offers plenty of detail along with great customization options.

Cons

Some functions are tucked away behind multiple menu layers so updating entries or finding certain tools can take more clicks than it should.

“Flexible and customizable tool”

Pros

The platform is incredibly customizable so it can be adjusted to look and function the way you need for your specific industry.

Cons

Since our company also uses it for things beyond Sales, it can be a bit challenging to make it fit perfectly with the kind of work I do.

“All customer communication in one place”

Pros

Having every customer interaction tied directly to a contact, opportunity or account record has been a big advantage for us. Emails, live chat transcripts and both incoming and outgoing calls are all visible in one place so nothing gets lost and everyone can stay informed. The document storage for sales and marketing has also helped keep everything centralized instead of scattered across private files or notepads with important customer details. On top of that, being able to build our own processes into the system has helped align the whole team, from experienced staff to new hires so everyone follows the same approach.

Cons

Downside is that the implementation costs are fairly expensive. Because of that, we have held off on buying additional products.

“Top CRM that delivers”

Pros

After years of using it, I still see it as one of the best CRM platforms out there.

Cons

If the data isn't managed carefully, it can pile up and make day-to-day use feel cluttered.

“Time-saving and accurate tracking”

Pros

It really speeds up prospecting which saves a lot of time and the tracking is very accurate.

Cons

The only downside is that you need a very strong internet connection, aside from that, the software is excellent.

“Multi-use sales tools”

Pros

A versatile set of tools that helps manage the commercial side of things while also keeping a close eye on performance.

Cons

Loading times are very often slow especially on computers running Windows 10 and 11.

“Versatile data workspace”

Pros

It's a platform that brings together different kinds of data and helps support day-to-day work tasks.

Cons

A few features felt slower than in other systems and it took extra time to learn how to use everything properly.

“Excellent prospect tracking”

Pros

It lets me keep track of my prospects all the way through to the final signature. The follow-up is really great from start to finish.

Cons

No downsides at the moment. To me, the tool feels complete and also shows consideration for the environment.

“Access anywhere with clear visibility”

Pros

Being able to log in from anywhere at any time, whether on desktop or mobile, is a big plus. It gives a really helpful view of my team's accounts and lets me keep track of their status while staying up to date with the current overall picture.

Cons

It definitely isn't an inexpensive product and it takes a fair amount of setup before it becomes truly useful. On top of that, a few features feel more complicated than they should be unless you have an IT specialist to help.

“Basic tasks take too long”

Pros

Having a complete view of the pipeline is the biggest advantage for me. I'm able to monitor every lead, touchpoint and deal stage in one place which really matters in a fast-moving sales job. The custom reports and dashboards also keep the important metrics front and center and make follow-ups much easier to manage.

Cons

Day to day, the platform can feel pretty awkward to use. Basic actions like updating an opportunity or logging a call often take more clicks than they really should. On top of that, when the org isn't customized properly, finding the information you need can be frustrating.

“all leads in one place”

Pros

Keeping all of my active leads together in one place has been a huge plus and the convenient integration with my other source systems makes everything much easier to manage.

Cons

Haven't run into any major downsides yet. It's a powerful platform so there's definitely a bit of a learning curve at the beginning but for me it's completely worth the time investment.

“Monthly sign-ins feel pointless”

Pros

There's a lot to appreciate about it overall and it's something that comes in handy in everyday situations.

Cons

I barely ever use it at work. Most of the time, they just have us log in once a month to keep access and that's about all it gets used for.

“Very useful across programs”

Pros

It handles everything really well and is very useful especially with how easily it works alongside other programs. Overall, it does what I need it to do.

Cons

Pricing feels too expensive and I'd really like to see better rates for multiple users. The reporting features could also be cleaned up a bit to make them easier to use.

“user friendly”

Pros

This CRM is incredibly comprehensive and can handle a wide range of unique requirements a company might have.

Cons

Lightning Experience is slower to load and feels much more visually bulky than Classic. On top of that, any major changes usually take months and often need dedicated staff, consultants and plenty of planning.

“Fast cloud contact storage”

Pros

Contacts and accounts are stored in the cloud and the system feels quick when I use it.

Cons

One frustrating limitation is that the Today's Tasks view doesn't show only today's items. It also includes overdue tasks so I have to scroll through all of those first before I can get to the actual tasks due today.

“Custom dashboards and resources”

Pros

Being able to customize the view and keep all the key indicators and metrics in one place has been a big plus. The platform is user-friendly and having quick access to knowledge articles and other sections makes handling FAQs really simple and manageable.

Cons

At times, the search pulls such a large set of results that nothing shows up at first and only after a delay do you get a message asking you to try again.

“great constituent tracking”

Pros

Working at a nonprofit, this was a really helpful tool for keeping up with our constituents. We had a lot of stakeholders in different roles so being able to sort and categorize them properly was a big advantage for us.

Cons

One challenge was getting it to connect well with some of our other tools especially Mailchimp for email campaigns. Whenever we updated someone's profile, it was hard to make sure those changes carried over into Mailchimp. Since we were a nonprofit and not really using it for sales some of the built-in features also didn't feel all that relevant to our needs.

“Powerful integrations and access”

Pros

A really great product especially with its SaaS availability and how well it connects with other enterprise-level software.

Cons

Interface feels a bit awkward especially considering how many features sales teams have to navigate and use every day.

“All customer info in one place”

Pros

This tool brings all customer information together in one place which makes it much easier to keep everything organized.

Cons

One issue is that the page does not always refresh properly while I'm actively working in it.

“Lead tracking that delivers”

Pros

It does a really good job of keeping track of lead status and sales opportunities which has been very useful for our team.

Cons

Downside is that it isn't very user-friendly. We had to work with an IT specialist to set it up in the way that would actually be most helpful for our team.